LGHT vs VYM

LGHT vs VYM

Which is better, LGHT or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 75.5%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLGHTVYM
Expense Ratio0.85%0.04%Best
AUM$2M$95.8B
Dividend Yield0.00%2.23%
Holdings32610
Volatility (annualized)17.9%11.0%Best
Max Drawdown-28.6%-14.5%Best
$10,000 over 2.8 years$10,934$15,730Best
Top 10 Weight75.5%25.8%Best
Fund FamilyLangar Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 10, 2024Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 11 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LGHT has data through Oct 30, 2026 and VYM through Nov 10, 2026.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 10, 2024 to Oct 30, 2026 (2.8 years).

Risk: Volatility and Drawdowns

LGHT has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 11.0% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -28.6% for LGHT and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LGHT charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, LGHT currently yields 0.00% against 2.23% for VYM.

Holdings Overlap

We hold position weights for 31 holdings in LGHT and 602 in VYM, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 31 positions we hold weights for in LGHT and 602 in VYM, against full books of 32 and 610.

What only one of them owns

Our book lists 577 positions for VYM that do not appear in our book for LGHT (98.6% of the fund), and 27 for LGHT that do not appear in VYM (89.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of LGHT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LGHTVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LGHT or VYM?

LGHT has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option, by $81 a year on a $10,000 investment.

Which is riskier, LGHT or VYM?

LGHT has been the more volatile fund at 17.9% annualized versus 11.0% for VYM. Worst drawdown: LGHT -28.6% vs VYM -14.5%.

Should I hold both LGHT and VYM?

LGHT and VYM have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, LGHT or VYM?

LGHT yields 0.00% while VYM yields 2.23%, so VYM currently pays the higher dividend yield.

Is VYM better than LGHT?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 75.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.